Estate Planners Group’s Yum! Brands YUM Stock Holding History

Estate Planners Group’s Portfolio YUM Stock Details YUM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-84	Closed	-$12.8K	–	439
2025 Q4	$12.8K	Buy	+84	New	+$12.4K	0.01%	252

Other funds holding YUM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Estate Planners Group's YUM Position: Q1 2026 in Review

Estate Planners Group sold out of Yum! Brands (YUM) in Q1 2026, closing a stake of 84 shares — an estimated $12.8K sold.

Estate Planners Group first reported a position in YUM in Q4 2025 and held it in 1 quarter. The position peaked at $12.8K in Q4 2025. 1,444 funds tracked by Wall St. Rank hold YUM as of Q1 2026.

Estate Planners Group reported no remaining Yum! Brands position as of Q1 2026 after selling out during the quarter.
Estate Planners Group sold 84 Yum! Brands shares in Q1 2026, an estimated $12.8K.
Estate Planners Group first reported a position in Yum! Brands in Q4 2025 and held it in 1 quarter.
Estate Planners Group's Yum! Brands position peaked at $12.8K in Q4 2025.
1,444 funds tracked by Wall St. Rank held Yum! Brands as of Q1 2026.

Based on Estate Planners Group's 13F filing for Q1 2026, filed 11 May 2026.